Health First - Resources and Tools

 

Administrative Tools (coming Soon) – assistance in managing your book of business and helping your clients

Commissions (coming Soon) – tools to help you monitor commissions and make corrections 

Contracting – do you or someone you know want to get contracted with Bishop Marketing/Plan Advisors?  You will find what you need right here.

Errors & Omissions Insurance - an E&O insurance plan designed exclusively for agents working with Plan Advisors

Important Phone Numbers & Contacts - You can find important phone numbers you may need right here!

Marketing & Supplies- resources that will make it easier to market compliantly to potential clients

Sales Resources – tools to assist you in understanding benefit plans, presenting plans to clients and enrolling them as beneficiaries

  • 2017 Sales Resources (coming soon)

 Training/Certification - all the information you need to become certified and to stay a compliant sales representative